DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 312 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $545,989 | -6.2% | 18,230 | -3.0% | 0.01% | +11.1% |
| Q2 2023 | $582,364 | +1.3% | 18,792 | -6.0% | 0.01% | -10.0% |
| Q1 2023 | $575,141 | +6.5% | 19,991 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $540,157 | +7.4% | 19,991 | 0.0% | 0.01% | -9.1% |
| Q3 2022 | $503,000 | -7.9% | 19,991 | -3.3% | 0.01% | -8.3% |
| Q2 2022 | $546,000 | -61.2% | 20,669 | -53.7% | 0.01% | -57.1% |
| Q1 2022 | $1,407,000 | -9.6% | 44,638 | -5.4% | 0.03% | -6.7% |
| Q4 2021 | $1,557,000 | +19.2% | 47,181 | +8.8% | 0.03% | -3.2% |
| Q3 2021 | $1,306,000 | +166.5% | 43,347 | +167.3% | 0.03% | +158.3% |
| Q2 2021 | $490,000 | +60.7% | 16,215 | +50.0% | 0.01% | +33.3% |
| Q1 2021 | $305,000 | – | 10,809 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Retirement Solution Inc. | 3,423,918 | $90,494,000 | 49.10% |
| Aquire Wealth Advisors, LLC | 1,423,581 | $37,625,000 | 21.96% |
| Meridian Wealth Partners, LLC | 2,556,761 | $67,575,000 | 16.04% |
| Ullmann Wealth Partners Group, LLC | 2,086,827 | $55,155,000 | 14.94% |
| Spinnaker Investment Group, LLC | 850,480 | $22,478,000 | 9.16% |
| FirstPurpose Wealth LLC | 501,392 | $13,252,000 | 8.91% |
| Northland Capital Management LLC | 321,540 | $8,498,000 | 7.81% |
| AWM CAPITAL, LLC | 580,671 | $15,347,000 | 7.52% |
| Highland Financial Advisors, LLC | 364,799 | $9,642,000 | 6.61% |
| Morling Financial Advisors, LLC | 174,561 | $4,614,000 | 6.02% |